How we work

Why The Nolan Group?

            • The Nolan Group is a place where the genuine care of our clients is our priority.
            • We strive to provide the finest personal financial planning services for our clients who will enjoy a positive, warm, relaxed, yet refined ambience.
            • We recognize that life is precious and believe it should be fulfilling and fun! We work with people we care about in the pursuit of their financial goals and look to help them get the most out of life.
            • We want our client experience to go above and beyond, instill well-being, and fulfill even the unexpressed wishes and needs of our clients. We expect to delight our clients.
            • We stand out by being remarkably helpful, resourceful and effective.
            • We obsess over culture here because culture helps attract amazing employees who are truly dedicated to our team’s outstanding client service model. Our culture happens to be a passionate, fun, spunky, positive, and organized group of moms.

Areas of focus

  • Business Retirement Plans
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Family Finances
  • Intergenerational Planning
  • Retirement Income Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies

Our videos

8 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals